Anic Equity¶
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Total return since start: 0.615 %¶
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Equity now: -----------------------------> 49317.32 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45255.78 Kr¶
PnL: ---------------------------------------> 199.78 Kr¶
DD now: ---------------------------------> -7.159 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:46:48.303380'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.250000 | 1663.560000 | 194.560000 | 13.240000 | 1468.999998 |
| Orrön Energy | 180 | -0.740000 | 2186.100000 | 143.100000 | 7.000000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.300000 | 992.000000 | 57.000000 | 6.100000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hexatronic Group | 12 | 0.220000 | 1003.920000 | 36.920000 | 3.820000 | 966.999996 |
| Catena | 2 | -1.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| Sagax B | 4 | -0.710000 | 890.800000 | 36.800000 | 4.310000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| JM | 6 | -0.730000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Sedana Medical | 93 | -4.260000 | 2548.200000 | 27.200000 | 1.080000 | 2521.000011 |
| OX2 | 13 | 2.040000 | 974.350000 | 24.350000 | 2.560000 | 949.999999 |
| Bilia A | 8 | 0.440000 | 920.000000 | 20.000000 | 2.220000 | 900.000000 |
| HEXPOL B | 9 | 0.790000 | 1035.900000 | 14.900000 | 1.460000 | 1020.999996 |
| BioGaia B | 8 | -0.590000 | 944.800000 | 14.800000 | 1.590000 | 930.000000 |
| Biotage | 7 | -0.370000 | 954.100000 | 13.100000 | 1.390000 | 940.999997 |
| Gränges | 9 | -0.860000 | 934.200000 | 6.200000 | 0.670000 | 927.999999 |
| VEF | 909 | -2.760000 | 1856.180000 | 6.180000 | 0.330000 | 1850.000436 |
| Byggmax Group | 33 | -1.690000 | 957.000000 | 1.000000 | 0.100000 | 956.000001 |
| AcadeMedia | 8 | -1.080000 | 402.000000 | 0.000000 | 0.000000 | 402.000000 |
| Clas Ohlson B | 12 | -1.460000 | 969.600000 | -3.400000 | -0.350000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.730000 | 774.000000 | -5.000000 | -0.640000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| SKF B | 5 | -0.410000 | 914.500000 | -25.500000 | -2.710000 | 940.000000 |
| Addnode Group B | 11 | -0.850000 | 894.300000 | -26.700000 | -2.900000 | 921.000003 |
| Indutrade | 5 | -0.340000 | 1186.000000 | -32.000000 | -2.630000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.610000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Latour B | 4 | -0.740000 | 810.000000 | -47.000000 | -5.480000 | 857.000000 |
| INVISIO | 16 | 0.660000 | 3640.000000 | -49.000000 | -1.330000 | 3689.000000 |
| Bufab | 3 | -0.740000 | 1042.800000 | -66.200000 | -5.970000 | 1109.000001 |
| BHG Group | 97 | -1.620000 | 1358.970000 | -100.030000 | -6.860000 | 1458.999989 |
| Hexagon B | 26 | -2.270000 | 3355.300000 | -105.700000 | -3.050000 | 3461.000010 |
| TOTAL | 45255.780000 | 199.780000 | -7.15927% | 45056.000411 |
Updated:¶
'2023-07-05 11:47:04.981467'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
